Financial Gravity Companies’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Financial Gravity Companies’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$20K	Buy	+121	New	+$19.2K	﹤0.01%	452
2024 Q4	$30.9K	Hold	191	–	–	0.01%	363
2024 Q3	$32K	Buy	+191	New	+$30.4K	0.01%	219
2018 Q4	$18K	Buy	+173	New	+$18.2K	0.02%	495
2018 Q1	–	Sell	-387	Closed	-$45K	–	1664
2017 Q4	$45K	Buy	+387	New	+$41.9K	0.05%	310

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Financial Gravity Companies's VOE Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Vanguard Mid-Cap Value ETF (VOE) in Q2 2025: 121 shares worth $20K. The stake represents ﹤0.01% of the portfolio and ranks #452 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VOE as recently as Q4 2024.

Financial Gravity Companies first reported a position in VOE in Q4 2017 and has held it in 5 quarters since. The position peaked at $45K in Q4 2017. 1,119 funds tracked by Wall St. Rank hold VOE as of Q2 2025.

Financial Gravity Companies held 121 shares of Vanguard Mid-Cap Value ETF worth $20K as of Q2 2025.
Vanguard Mid-Cap Value ETF was a new Financial Gravity Companies position in Q2 2025.
Vanguard Mid-Cap Value ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #452 holding.
Financial Gravity Companies first reported a position in Vanguard Mid-Cap Value ETF in Q4 2017 and has held it in 5 quarters since.
Financial Gravity Companies's Vanguard Mid-Cap Value ETF position peaked at $45K in Q4 2017.
1,119 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.